So, it’s safe to say, the market was very disappointed by the Fed’s 25 basis points tightening yesterday as well as the guidance provided for future hikes in 2019.  Reading the FOMC minutes from November and listening to Fed Chairmen Powell’s remarks at his speech at the Economic Club of New York a few weeks ago, where he said, “We will be paying close attention to what incoming economic and financial data are telling us” many market participants were led to believe that the Fed’s next actions would be more dovish.  That did not prove to be the case.

In our opinion, incoming economic and financial data, have reached worrisome levels which should have justified a more accommodative monetary policy stance.  Falling stock prices, a flattening yield curve, widening credit spreads and lower earnings projections are all indications that maybe the Fed should have paused its policy tightening, particularly into 2019.  Given the Fed’s dual mandate of price stability and economic growth, the risks have moved to the economic growth front, not the inflationary front.

Yet, it is what it is, and investors must now contend with this monetary policy regime and the risks and opportunities which it presents.  For all of 2018, Crow Point Partners has taken a generally optimistic viewpoint on the US economy and its investment prospects.  This viewpoint and its investment implications have been quite challenging this quarter, yet we have not fully given up on risk assets and will continue to take a balanced view for our investors, looking for opportunities but also managing risks.

There is still a lot of good news on the economic front.  The US economy is still relatively strong, nominal interest rates are still low and despite the Fed’s tightening stance, overall financial conditions remain very accommodative.  That is very important for the real economy and ultimately for investors.

The Chicago Fed’s National Financial Conditions Index (NFCI) provides a comprehensive weekly update on U.S. financial conditions in money markets, debt and equity markets and the traditional and “shadow” banking systems. Positive values of the NFCI indicate financial conditions that are tighter than average, while negative values indicate financial conditions that are looser than average.

Yet, markets are priced at the margin and at the margin economic risks are rising, thus the selloff in equities and other risk assets over the past few months.

In as much as other fundamental economic risks remain, notably trade negotiations with China, we do not believe that an overly restrictive Federal Reserve is a meaningful, going forward risk.  Given the market’s reaction, the Fed is likely to recognize the error of yesterday’s policy move and is unlikely to repeat it.  Unlike with his predecessors, an explicit “Powell put” may not exist yet we believe you can take Chairman’s Powell’s comments to heart when he says they will evaluate the incoming data. And the incoming data indicates that the Fed should be less restrictive in 2019.


David Cleary, CFA is the President and Chief Investment Officer at Timber Point Capital Management, LLC. Prior to founding TPCM, David served as the Chief Investment Officer at Crow Point Partners. Before Crow Point, Mr. Cleary spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi-asset and global fixed income strategies. Additionally, he served as the firm’s global head of fixed income, a $26 billion platform. Prior to Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles. He began working in the asset management field in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. Mr. Cleary holds a Chartered Financial Analyst (CFA) designation.

IMPORTANT DISCLOSURES

The information in this report was prepared by Timber Point Capital Management, LLC. Opinions represent TPCM’ and IPIS’ opinion as of the date of this report and are for general information purposes only and are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. IPI does not undertake to advise you of any change in its opinions or the information contained in this report. The information contained herein constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor.

This report is not intended to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use this report as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.

This communication is provided for informational purposes only and is not an offer, recommendation, or solicitation to buy or sell any security or other investment. This communication does not constitute, nor should it be regarded as, investment research or a research report, a securities or investment recommendation, nor does it provide information reasonably sufficient upon which to base an investment decision. Additional analysis of your or your client’s specific parameters would be required to make an investment decision. This communication is not based on the investment objectives, strategies, goals, financial circumstances, needs or risk tolerance of any client or portfolio and is not presented as suitable to any other particular client or portfolio. Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.